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Technology Stocks : VALENCE TECHNOLOGY (VLNC) -- Ignore unavailable to you. Want to Upgrade?

To: Gordon Quickstad who wrote (4489)	10/22/1998 9:44:00 AM
From: John Curtis	Read Replies (2) \| Respond to of 27311

Threadsters here and elsewhere are claiming VLNC has shipped, from off the integrated lines, product for OEM testing. Indeed, some folks have claimed the OEM's have even PAID for 'em. Wellllll....maybe yes, maybe no to this idea, but one easily verifiable on the next earnings report, eh? Just random thoughts while we wait....ta dum,,,,ta dummmm... John~

To: Gordon Quickstad who wrote (4489)	10/23/1998 7:32:00 AM
From: Dennis V.	Respond to of 27311

Hi Gordon: The patent for electrically conductive adhesion promoters caught my eye as well. Also, the method for controlling dendrite formation was interesting. I suspect that Valence has not given up on the "holy grail" of using lithium metal electrodes. Its very intriguing that the time lag between application and patent issuance is about two years or more. My guess is that there is about three years worth of development work out there that is not reflected by the company page. In other words, to varying degrees, the company could be much farther down the development road than current generation. Lev's last CC seems to be alluding to this. I'm becoming more convinced that he's not just blowing smoke.